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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Combo Retirement Plan Administrator Strongpoint Partners
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Compass
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Mergers & Acquisition Specialist Compass
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Regional Vice President, Sales MAP Retirement USA LLC
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Managing Director - Operations, Benefits Daybright Financial
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Retirement Plan Administration Consultant Blue Ridge Associates
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Retirement Plan Consultants
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Strongpoint Partners
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Anchor 3(16) Fiduciary Solutions
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July Business Services
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BPAS
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BPAS
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
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EPCRS UpdateASPPA [American Society of Pension Professionals & Actuaries] |
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Sept. 28, 2022 On-Demand Webinar |
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Speaker: Melissa Terito, CPA; Partner, Sentinel Pension Experience Level Of All Atteendees: Intermediate Target Audience: : TPAs, advisors, pension consultants, salespeople Keywords: late deposits, failure to follow the plan document, operational error corrections IRS Program Number: CZTXU-Q-01502-22-O Description : This webinar will provide an overview of Employee Plans Compliance Resolution System (EPCRS) procedures. We will discuss the three programs available to correct mistakes and how to choose which one is appropriate. We will also run through several case studies to give attendees practical applications of the material. Learning Objectives:
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